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Associate Advisor Jobs in Arizona (NOW HIRING)

H&R Block

Block Advisor Tax Advisor

Queen Creek, AZ

Our defining Purpose is to provide help and inspire confidence in our clients, associates, and ... Joining Block Advisors as a Tax Advisor means you'll serve clients with diverse tax and business ...

H&R Block

Block Advisor Tax Advisor

Tucson, AZ

Our defining Purpose is to provide help and inspire confidence in our clients, associates, and ... Joining Block Advisors as a Tax Advisor means you'll serve clients with diverse tax and business ...

H&R Block

Block Advisor Tax Advisor

Tucson, AZ · On-site

Our defining Purpose is to provide help and inspire confidence in our clients, associates, and ... Joining Block Advisors as a Tax Advisor means you'll serve clients with diverse tax and business ...

H&R Block

Block Advisor Tax Advisor

Surprise, AZ · On-site

Our defining Purpose is to provide help and inspire confidence in our clients, associates, and ... Joining Block Advisors as a Tax Advisor means you'll serve clients with diverse tax and business ...

H&R Block

Block Advisor Tax Advisor

Tucson, AZ · On-site

Our defining Purpose is to provide help and inspire confidence in our clients, associates, and ... Joining Block Advisors as a Tax Advisor means you'll serve clients with diverse tax and business ...

H&R Block

Block Advisor Tax Advisor

Phoenix, AZ · On-site

Our defining Purpose is to provide help and inspire confidence in our clients, associates, and ... Joining Block Advisors as a Tax Advisor means you'll serve clients with diverse tax and business ...

H&R Block

Block Advisor Tax Advisor

Mesa, AZ · On-site

Our defining Purpose is to provide help and inspire confidence in our clients, associates, and ... Joining Block Advisors as a Tax Advisor means you'll serve clients with diverse tax and business ...

H&R Block

Block Advisor Tax Advisor

Mesa, AZ · On-site

Our defining Purpose is to provide help and inspire confidence in our clients, associates, and ... Joining Block Advisors as a Tax Advisor means you'll serve clients with diverse tax and business ...

H&R Block

Block Advisor Tax Advisor

Queen Creek, AZ · On-site

Our defining Purpose is to provide help and inspire confidence in our clients, associates, and ... Joining Block Advisors as a Tax Advisor means you'll serve clients with diverse tax and business ...

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All JobsAssociate Advisor JobsAssociate Advisor Jobs in Arizona

Associate Advisor information

See Arizona salary details

$11

$24

$42

How much do associate advisor jobs pay per hour?

As of May 29, 2026, the average hourly pay for associate advisor in Arizona is $24.17, according to ZipRecruiter salary data. Most workers in this role earn between $17.26 and $27.79 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as an Associate Advisor, and why are they important?

To thrive as an Associate Advisor, you need a solid understanding of financial planning, investment principles, and regulatory compliance, typically supported by a relevant degree and licenses such as Series 7 or 66. Familiarity with financial planning software, CRM systems, and portfolio management tools is essential. Strong interpersonal skills, active listening, and attention to detail help build trust with clients and support collaborative team environments. These skills and qualities are vital for delivering sound financial advice, ensuring compliance, and fostering lasting client relationships.

What are some common challenges Associate Advisors face when transitioning into client-facing responsibilities?

Associate Advisors often encounter challenges when moving into more client-facing roles, such as building trust with clients, navigating complex financial questions, and balancing administrative tasks with relationship management. Gaining confidence in presenting financial strategies and effectively communicating with diverse client personalities can take time. Many firms provide mentorship and ongoing training to help Associate Advisors develop these skills, and successful candidates proactively seek feedback and learning opportunities from senior advisors.

What is an Associate Advisor?

An Associate Advisor is an entry- to mid-level professional who assists senior financial advisors or planners in providing financial advice and services to clients. Their responsibilities often include preparing financial plans, conducting research, gathering client information, and supporting client meetings. Associate Advisors typically work toward building their own client base while gaining experience and professional certifications. This role is a common stepping stone to becoming a lead financial advisor or planner.

What is the difference between Associate Advisor vs Financial Advisor?

AspectAssociate AdvisorFinancial Advisor
Required CredentialsTypically a bachelor's degree; may need licenses like Series 7 or 66Same as Associate Advisor, often with additional certifications like CFP
Work EnvironmentSupport role within financial firms, assisting senior advisorsClient-facing role providing personalized financial planning
Employer & Industry UsageUsed in financial services firms, banks, and advisory firmsUsed across similar firms, often with more client responsibility
Search & Comparison IntentCommonly compared for entry-level roles or career progressionViewed as a more senior or independent role

In summary, an Associate Advisor typically supports senior financial advisors and has similar credentials, but with less client responsibility. A Financial Advisor usually manages client relationships directly and offers comprehensive financial planning. Both roles are essential in the financial industry, with the Associate Advisor often serving as a stepping stone to becoming a Financial Advisor.

What are the most commonly searched types of Advisor jobs in Arizona? The most popular types of Advisor jobs in Arizona are:
What are popular job titles related to Associate Advisor jobs in Arizona? For Associate Advisor jobs in Arizona, the most frequently searched job titles are:
What job categories do people searching Associate Advisor jobs in Arizona look for? The top searched job categories for Associate Advisor jobs in Arizona are:
What cities in Arizona are hiring for Associate Advisor jobs? Cities in Arizona with the most Associate Advisor job openings:
Associate Advisor jobs near you
Infographic showing various Associate Advisor job openings in Arizona as of May 2026, with employment types broken down into 94% Full Time, and 6% Part Time. Highlights an 94% In-person, and 6% Remote job distribution, with an average salary of $50,267 per year, or $24.2 per hour.
Internal Advisory Transitions Consultant

Internal Advisory Transitions Consultant

Advisor Group

Scottsdale, AZ • On-site

$50K - $60K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 24 days ago

Job description

Current Employees and Contractors Apply Here
Osaic Careers
Wealth Management Sales Support Opportunity in Financial Services
Internal Advisory Transitions Associate
Location(s): 2300 Windy Ridge Parkway, Atlanta, GA 30339
877 Executive Center Drive West, St. Petersburg, FL 33702
7755 Third Street North, Oakdale, MN 55128
12325 Port Grace Boulevard, La Vista, NE 68128
18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255
Schedule: Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Applicants must be willing to work this schedule.
Role Type: Full time
Salary: $50,000 - $60,000 per year + sales incentive compensation paid quarterly
Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, experience, and education.
Our competitive salaries are just one component of Osaic's total compensation package. Additional benefits include health, vision, dental insurance, 401k, vacation and sick time, volunteer days and much more.
To view more details of what you can look forward to, visit our careers page: https://careers.osaic.com/Creative/Benefits
Summary:
The Internal Advisory Transitions Associate is an entry-level role within the Advisory Consulting Team, focused on facilitating asset movement onto Osaic's Wealth Management Platform (WMP). The role involves proactive outreach to financial advisors as well as following up diligently on referrals provided by other members of the Osaic Advisory Consulting Team. Role will engage with various Osaic stakeholders regularly and must be through and detail oriented. This role offers an exciting opportunity to build foundational knowledge of investment advisory services, develop core sales skills, and contribute to the success of a high-performing team.
Responsibilities:
  • Provide leading service and support experiences for our advisors on WMP program and manager selection.
  • Provide overflow assistance with inbound calls and inquiries from financial advisors via the internal sales queue.
  • Analysis, create, and complete a business plan to move accounts effectively and seamlessly onto the WMP Platform.
  • Serve as the primary point of contact for assets transitioning to the Wealth Management Platform. Able to collaborate seamlessly with various teams within Osaic to complete asset shift.
  • Consistent and expedited follow-up on asset transition leads/opportunities as provided by other members of the Consulting Team.
  • Accurately log and track all advisor interactions in the CRM system (Salesforce).
  • Support advisor engagement campaigns by participating in outbound call efforts and promoting upcoming events.
  • Develop working knowledge of the Wealth Management Platform, investment options, and advisory best practices.
  • Collaborate with senior consultants to ensure a seamless handoff and high-quality advisor experience.
  • Participate in regular team meetings and training sessions to enhance platform and sales expertise.
  • All other duties as assigned.

Education Requirements:
  • A Bachelor's degree in Business, Finance, Economics is preferred. A high school diploma (or equivalent) in combination with significant practical experience will be considered in lieu of a college degree. A minimum of a high school diploma or equivalent is required.

Basic Requirements:
  • Minimum 3 year's wealth management or securities industry experience
  • 1-2 years' experience in sales, business development or client facing financial services role.
  • Active FINRA Series 7 license, or successful completion within 6 months of hire.
  • Strong phone presence with a professional, confident, and engaging communication style.
  • Eagerness to learn investment advisory concepts and platforms.
  • Highly organized with attention to detail and the ability to manage multiple tasks.
  • Comfortable working in a fast-paced, team-oriented sales environment.
  • Proficiency in Microsoft Office, especially Excel and Outlook.
  • Ability to document interactions and manage follow-ups in CRM tools.
  • Sales-minded attitude with curiosity and resilience.

Preferred Requirements:
  • Investment advisory support experience
  • Completion of the FINRA SIE exam
  • Experience with Envestnet / Wealth Management Platform
  • Experience with Salesforce
Current Employees and Contractors Apply Here
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About Advisor Group

Sourced by ZipRecruiter

Be a part of the team behind our success! At Advisor Group, we support financial professionals nationwide, the people who help everyday Americans achieve their dreams. We're a billion-dollar business with the mentality and drive of a startup. Join us in building something special.

Industry

Finance and insurance

Company size

1,001 - 5,000 Employees

Headquarters location

Phoenix, AZ, US

Year founded

1988

Social media

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